Investment Policy Analyst - Toronto, ON MJ A
Only for registered members Toronto, ON MJ A, Canada
1 month ago
Job Summary
We are currently seeking an Investment Policy Analyst to join our Private Client Investment Policy team. In this role the successful candidate is expected to provide prompt and courteous service to our internal and external partners which includes our Investment Counsellors Financial Advisors and their Assistants.Primary duties include generating financial trade instructions related to a client's Investment Policy IP with the utmost accuracy investigating IP trade-related issues in a timely manner coordinating complicated requests with various parties and implementing asset mixes.
Our team takes great pride in providing high quality work and service for our high net worth clientele.
Job description
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